Our Services

SERVICES AND SOLUTIONS

  • Professional Asset Management: As advisors we believe in a fee based approach.  We determine your needs, goals, and risk, and invest your assets based on your objectives.  
  • Comprehensive Financial Planning: Our focus is achieving your goals.  By putting your goals and resources into a comprehensive plan we can concentrate on what you need and want, and how best to get you there. Life throws you many surprises: children, education, divorce, death, special needs, inheritance, etc., and we are here to help you manage them.
  • Institutional Consulting:  We provide services for institutional clients ranging from non-profits, foundations and endowments to corporations, insurance companies and family offices.  We are a trusted partner to help you meet your organization's goals.  We have the resources and capabilities to help align your institution's financial goals with its mission. 
  • Banking and Lending Strategies:  *We have cash and lending solutions to help you meet your financial needs such as a Securities Based Line of Credit, margin loans and customizable cash management strategies.
  • Insurance Planning: During our financial planning review, we uncover your insurance needs whether it is life insurance, long term care, disability, or asset protection.  We review and assist you with proper evaluations and discuss how to best fit your needs.
  • Tax Planning:  Careful tax planning throughout the year can help you reduce the taxes you pay and help you achieve your financial goals.  We work with you and your CPA and/or Attorney to help you mitigate taxes.
  • Estate Planning:  Life events can cause a number of financial burdens.  We are here to help guide you thru these events, help you understand the implications, and gather the information for your financial planning solutions.

*Banking and Lending services provided by Raymond James Bank N.A. a fully chartered national bank affiliated with Raymond James Financial Services.  Steward Partners Global Advisory, LLC maintains a separate professional relationship with, and our registered professional offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Steward Partners Investment Advisory, LLC. Steward Partners Global Advisory:  600 Cleveland St., STE 1150, Clearwater, FL 33755